April 2026 | Dallas, TX

Who It’s For:

Strategic Focus:

-Captives as architecture under scale

-Access before insurance

-Networks with intention

-Predictable surgery & stop-loss discipline

May 2026 | Hilton Head, SC

Who It’s For:

-Southeast brokers with operationally sensitive clients

-Employers in manufacturing, logistics, and service industries

-CFOs & HR leaders prioritizing predictability over disruption

Strategic Focus:

-Knowing the tide (timing vs urgency)

-Captives as long-term architecture

-Visibility before network action

-Predictable surgery & MSK disruption control

August 2026 | Denver, CO

Long-range planning, sustainability, and systems that hold at altitude.